Participant Services Financial Solutions Advisor

The Participant Services Financial Solutions Advisor role at Bank of America focuses on engaging participants in goals-based conversations to provide financial education and guidance within a contact center environment. This position involves leveraging Bank of America and Merrill offerings to assist active and separated 401k and Equity Plan participants with their financial needs. The role requires building strong client relationships, applying investment knowledge, and collaborating with business partners to ensure a smooth transition and continued service.